Here is our 10 step process to make our DD and investment decision in one week. 💸
At ROI VENTURES, we’ve made 23 investments in 2.5 years, and speed has always been our edge. But here’s the challenge: move fast, but dig deep enough!
Founders deserve quick answers - whether it's YES or NO - so they can focus on building, not waiting for investor to respond. Often there are many angels who want to join the round, and if we can't decide quickly, we can't join.
Here’s how we’ve streamlined our due diligence process:
1️⃣ First contact: Warm intro, inbound, or us reaching out.
2️⃣ Quick fit check: Does this match our investment focus?
3️⃣ Deep-dig review: Pitch deck, website, LinkedIns.
4️⃣ First call: Two team members join if speed is critical.
5️⃣ Market research + documents: Data room, financial model, etc.
6️⃣ Reference calls/emails: Investors, co-investors, experts, clients.
7️⃣ Optional deep-dive: Tech/Product review with our tech advisor.
8️⃣ Team sparring: Internal discussion; deal lead drives decision.
9️⃣ Second call: Meet all co-founders, tackle remaining questions.
🔟 Final decision: Ticket size & terms (often shared during Call 2).
We aim for 2 short calls (30 min each) with founders, keeping their workload minimal while we do our homework.
Fast-track insights:
👉 Steps 1-4: Quick NOs if there’s no fit.
👉 Steps 5-7: Run simultaneously after great first calls.
👉 Step 8: Critical—team sparring often reveals hidden risks.
👉 Step 9: Only happens if we’re 90% sure we’ll invest.
👉 Step 10: Terms are often depend on the lead, but we commit ranges early.
Patrick Funke, Julian Sachs, Niklas Benesch, Marco Raggl
#startups #venturecapital #investments
📸 Fabian Klima